Purchases and Sales Made in Q1 2024 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-755- 5.58% |
$353K - $395K
|
12.8K
$7.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-760- 15.53% |
$355K - $398K
|
4.14K
$2.46M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-764- 7.23% |
$357K - $400K
|
9.81K
$5.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-776- 1.34% |
$363K - $406K
|
57K
$33.9M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-780- 5.22% |
$364K - $408K
|
14.2K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-780- 45.96% |
$364K - $408K
|
917
$546K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-783- 3.33% |
$366K - $410K
|
22.7K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-785- 3.24% |
$367K - $411K
|
23.5K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-789- 24.16% |
$369K - $413K
|
2.48K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-792- 6.51% |
$370K - $414K
|
11.4K
$6.77M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-798- 5.24% |
$373K - $417K
|
14.4K
$8.58M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-799- 23.19% |
$373K - $418K
|
2.65K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-804- 2.01% |
$376K - $421K
|
39.2K
$23.3M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-807- 17.89% |
$377K - $422K
|
3.7K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-813- 29.78% |
$380K - $425K
|
1.92K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-820- 2.43% |
$383K - $429K
|
32.9K
$19.6M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-820- 22.24% |
$383K - $429K
|
2.87K
$1.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-822- 55.17% |
$384K - $430K
|
668
$397K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-824- 59.45% |
$385K - $431K
|
562
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-843- 10.95% |
$394K - $441K
|
6.86K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-845- 1.19% |
$395K - $442K
|
70.4K
$41.9M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-846- 16.15% |
$395K - $443K
|
4.39K
$2.61M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-847- 3.35% |
$396K - $443K
|
24.4K
$14.5M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-848- 6.52% |
$396K - $444K
|
12.2K
$7.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-859- 60.49% |
$401K - $449K
|
561
$334K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-861- 3.21% |
$402K - $450K
|
25.9K
$15.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-866- 5.04% |
$405K - $453K
|
16.3K
$9.72M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-867- 6.37% |
$405K - $454K
|
12.7K
$7.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-870- 20.35% |
$407K - $455K
|
3.41K
$2.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-872- 3.8% |
$407K - $456K
|
22.1K
$13.1M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-875- 24.6% |
$409K - $458K
|
2.68K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-877- 1.06% |
$410K - $459K
|
81.6K
$48.6M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-877- 2.79% |
$410K - $459K
|
30.6K
$18.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-881- 6.58% |
$412K - $461K
|
12.5K
$7.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-885- 4.03% |
$414K - $463K
|
21.1K
$12.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-887- 0.85% |
$414K - $464K
|
103K
$61.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-889- 7.3% |
$415K - $465K
|
11.3K
$6.71M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-903- 11.44% |
$422K - $472K
|
6.99K
$4.16M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-906- 0.66% |
$423K - $474K
|
136K
$80.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-910- 9.37% |
$425K - $476K
|
8.8K
$5.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-912- 2.58% |
$426K - $477K
|
34.5K
$20.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-912- 20.23% |
$426K - $477K
|
3.6K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-915- 52.92% |
$428K - $479K
|
814
$484K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-935- 7.78% |
$437K - $489K
|
11.1K
$6.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-935- 19.34% |
$437K - $489K
|
3.9K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-939- 3.3% |
$439K - $491K
|
27.5K
$16.4M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-940- 92.07% |
$439K - $492K
|
81
$48.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-941- 1.68% |
$440K - $492K
|
55.1K
$32.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-952- 3.62% |
$445K - $498K
|
25.3K
$15.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-955- 17.75% |
$446K - $500K
|
4.42K
$2.63M
|